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TAF Tradie App Finder Australia beta

Checklist

Tradie software selection checklist

Use this before booking demos or moving real jobs into a new platform. The goal is to test the workflow that creates money and admin pressure: enquiry, quote, schedule, field update, invoice, payment, and accounting sync.

Workflow fit

  • Can you create a quote, schedule the job, add photos, invoice, and sync accounting without duplicate entry?
  • Does the mobile app support the phones your field team actually uses?
  • Can office staff see job status without calling the technician?

Field test

  • Create one common quote from scratch and send it to a test customer.
  • Schedule the job, assign a technician, add photos, update the job status, and capture notes from a phone.
  • Convert the job to an invoice and check whether the invoice looks right before accounting sync.
  • Test what happens when the job changes after approval: variation, extra material, extra labour, or reschedule.

Commercial fit

  • Calculate the monthly cost after users, add-ons, payment fees, and training.
  • Confirm whether pricing is per user, per job, per module, or quote based.
  • Ask what data export looks like if you leave.
  • Model cost for the team you expect in 12 months, not only the team you have today.

Operational fit

  • Test one real job from enquiry to paid invoice.
  • Check Xero, MYOB, or QuickBooks sync behavior before importing all customers.
  • Confirm forms, signatures, documents, and photos are included in the plan you intend to buy.
  • Confirm who owns setup, training, templates, permissions, and data cleanup.

Risk checks

  • Do not buy from a feature checklist alone. The field app is where adoption usually succeeds or fails.
  • Do not assume every accounting integration handles tax codes, item codes, payments, and customer records the same way.
  • Do not roll out to the full team until one admin user and one field user have completed real jobs.

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